See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,546 | $108,919+58.4% | $100,391+71.9% | $145,922+18.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.90% | 57.88%-38.0pp | 49.20%-29.3pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,473 | $4,419-44.0% | $3,942-37.3% | $4,660-46.9% |
| Participant deferral / active EE | $5,759 | $8,445-31.8% | $8,082-28.7% | $6,688-13.9% |
| Admin fee / account holder | $243 | $9,689-97.5% | $7,899-96.9% | $13,397-98.2% |